Focused Wealth Management’s WisdomTree Emerging Markets ESG Fund RESE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-117
| Closed | -$3.43K | – | 1002 |
|
|
2023
Q4 | $3.43K | Sell |
117
-206
| -64% | -$6.03K | ﹤0.01% | 691 |
|
|
2023
Q3 | $8.73K | Hold |
323
| – | – | ﹤0.01% | 534 |
|
|
2023
Q2 | $9.18K | Hold |
323
| – | – | ﹤0.01% | 532 |
|
|
2023
Q1 | $9.06K | Buy |
323
+79
| +32% | +$2.22K | ﹤0.01% | 541 |
|
|
2022
Q4 | $6.64K | Buy |
244
+182
| +294% | +$4.96K | ﹤0.01% | 572 |
|
|
2022
Q3 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 763 |
|